THIS ISN’T EVEN SYMBOLIC ANYMORE: RED ENVELOPES NEED TO BE REVIEWED Today I received a red envelope containing: 0,00000002 USDT. That’s not a small reward. In economic terms, it’s practically zero. The problem isn’t that every envelope has to be worth a lot. The problem is that if a feature is designed to reward people, encourage participation, and generate engagement, there should be a reasonable minimum amount per recipient. Because when the reward becomes microscopic, the system stops feeling like a reward and starts looking like a mechanism for generating clicks. A constructive review could be simple: fewer envelopes, but with a real minimum value. That would improve the user experience, reduce compulsive claiming, and probably also help combat automated behavior. Does it make sense to keep allowing envelopes that are literally worth almost nothing?
PANAMA WON’T STOP SHAKING: ANOTHER 6.9 AFTERSHOCK, WITH MORE THAN 95 SEISMIC EVENTS SO FAR 🌎⚠️ Panama is experiencing an extraordinary day of seismic activity. After the powerful earthquake recorded this Friday, a new magnitude 6.9 aftershock shook the country again. The Institute of Geosciences located its epicenter near Coiba Island, and more than 95 events have now been recorded in the sequence. There has been damage to buildings, temporary service disruptions, and infrastructure inspections as authorities continue to monitor the situation. The question now is how long a sequence like this could continue.
48 hours ago, Argentine BIM 5 personnel were spotted moving through Río Grande, Tierra del Fuego.
At the same time, Chile has been increasing its military activity in the far south and moving forward with a direct commercial link between Punta Arenas and the Falkland Islands. There is no confirmation that Argentina’s movements are a direct response to Chile, but the timing has once again put the South Atlantic under scrutiny.
Troops, Patagonia, the Falkland Islands, and movements on both sides of the border.
Just training… or are things starting to sound more serious? #argentinapotencia
DID THE BCRA MAKE A “BAD TRADE” WORTH USD 1.023 BILLION? 🇦🇷📉 The AGN approved the Central Bank’s 2025 financial statements, but dropped a bombshell in its report: derivatives transactions linked to gold recorded a loss of USD 1.023 billion.
The AGN went further, arguing that the BCRA “got the gold price trajectory wrong.” The Central Bank says it wasn’t a speculative trade but a hedge: gold rose sharply, and looking at the entire position, it says it made a net gain of USD 2.505 billion.
So, what was it? A bad trade worth USD 1.023 billion… or simply the accounting cost of hedging a position that ultimately made a profit? A note to avoid confusing the scales: USD 1.023 billion = USD 1,023 billion in the Anglo-American numbering system, not “one trillion dollars.”
TODAY THE BULLS WERE LIQUIDATED. THE BEARS RULE. 🐻 The market turned red and about 88% of the liquidations were LONG positions. Among the biggest drops on Binance: $NMR −14,08% $MINA −14,02% $GTC −12,11% The lesson is simple: a trader who only knows how to buy needs the market to go up. The one who knows how to trade SHORT can also make money when everything falls. Today the bears got paid. 🐻📉
What if your cold wallet isn’t as “untouchable” as you thought? 🔐 Faulty Cat is now for sale, a device capable of causing physical malfunctions in chips using electromagnetic pulses. That doesn’t mean it can empty any hardware wallet. But it breaks a dangerous idea: “offline = invulnerable”. Self-custody eliminates some risks and creates others. Institutional custody does the exact same. So here’s the uncomfortable question: If you had $1 million in $BTC, would you leave everything in a hardware wallet… or spread the risk?
ARGENTINA IS ALREADY TOKENIZING THE REAL ECONOMY 🇦🇷 Yerba mate: US$3,500 funded in less than 24 hours. Real estate in Salta: US$1.36 MILLION in 12 minutes. We’re not talking about a memecoin or an asset that exists only on the blockchain. We’re talking about yerba mate production and real estate turned into digital investments. This is exactly the RWA —Real World Assets— narrative that the crypto market has been anticipating for years. The big question to drive traffic would be: What if the next big wave of blockchain adoption doesn’t come from another cryptocurrency… but from turning the real economy into tokens? Now that would give us a topic for featuring three genuinely related RWA coins, instead of throwing in unrelated tickers.
ARGENTINA JOINS THE “SUPERINTELLIGENCE” CLUB 🇦🇷🤖 Argentina has just joined an international initiative led by the United States to accelerate scientific discoveries using advanced artificial intelligence. The so-called Kyoto Vision for a Golden Age of Science was endorsed by 17 countries, including the United States, Japan, Germany, the United Kingdom, South Korea, Singapore, Chile, and Argentina. The idea isn’t to create “yet another diplomatic declaration.” The plan has a much more concrete goal: more access to advanced AI, scientific data, supercomputing, laboratories, and new funding models for researchers. The White House speaks directly of “superintelligence applied to science”: systems capable of analyzing vast amounts of knowledge, modeling physical and biological systems, and even driving autonomous experimentation. But there’s an important clarification: Argentina did not sign a treaty or automatically receive funding or infrastructure. It’s a multilateral declaration of principles. The challenge starts now: turning that commitment into data centers, research, talent, energy, companies, and technology established in the country. Because getting onto the global AI map sounds great. The real question is: WILL ARGENTINA DEVELOP ARTIFICIAL INTELLIGENCE… OR WILL IT JUST PROVIDE THE ENERGY AND THE LAND FOR OTHERS TO DEVELOP IT? That’s the debate worth having. #argentinapotencia
BOT… OR A SYSTEM THAT TURNED EVERYONE INTO BOTS? Envelopes with microscopic rewards. Thousands claiming them within seconds. Repetitive actions. Blocks for “abnormal behavior”. The uncomfortable question is simple: Are bots the problem… or a rewards system that ended up incentivizing exactly that behavior?
BRAZIL HEADS TO A RUNOFF: FLÁVIO BOLSONARO CAME IN FIRST AND LULA IS STILL IN THE RUNNING Milei issued a statement about the elections in Brazil. Brazil's first round ended with a much closer result than expected: Flávio Bolsonaro: 47,31% Lula da Silva: 44,83%
TEXAS, ARGENTINA, AND THE UNCOMFORTABLE QUESTION: WHEN INVESTMENT TOUCHES SOVEREIGNTY?
Texas didn’t simply “get lost” because foreigners bought land. The history was more complex: Mexico promoted colonization, thousands of Anglo-Americans arrived, speculation grew, political tensions mounted, and conflict over slavery erupted; in 1836 Texas declared its independence and in 1845 it was annexed by the United States. Land and colonization were central pieces of the process.
Argentina is far from that scenario. But the comparison helps us discuss something current: land and strategic resources are not just any commodity.
Today, Law 26.737 sets a 15% limit on foreign ownership or possession of rural land and adds restrictions on surface areas and sensitive zones.
The debate shouldn’t be reduced to “foreign capital yes” or “foreign capital no.”
External investment can bring dollars, technology, jobs, and markets. The problem arises when the model becomes an enclave: the resource is extracted, the income is exported, environmental costs remain, and local development is limited.
The key question is: what portion of the value created actually stays in the country?
A serious policy should attract investment and require local jobs, national suppliers, effective taxes, technology transfer, environmental controls, and remediation.
Because investment isn’t synonymous with extractivism. And sovereignty doesn’t mean shutting the door to foreign capital.
The challenge is to find the balance: let capital come, make money, and also leave wealth, knowledge, and infrastructure in the society that provides the territory and resources.
Texas isn’t a recipe for Argentina. But it does remind us of something uncomfortable: when land, capital, and political power get mixed together, an economic decision can end up having far bigger consequences.
X suspended my account. I already appealed, requested account deletion, and contacted support, but the account is still linked to my email and phone number. Also, X tells me I can’t create a new account. Has anyone gone through the same thing? How did you resolve it?